Recent Posts

Don’t Get Caught by the Hook: Ignore Market Noise in 2026

Garett Surcon

Markets are full of noise, but long‑term success comes from tuning out the headlines and staying focused on fundamentals....

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Stop Planning, Start Doing: Make Your Year of Retirement Action

Garett Surcon

Many people delay retirement planning because it feels overwhelming or far away this article explains why starting now matters....

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Tax and Finance Guide for Canadian Freelancers and Consultants

Surcon Mahoney Wealth Management

Canadian freelancers pay double CPP and handle their own taxes. Learn what self-employed consultants need to know about deductions, RRSPs, and more...

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Manitoba (MB) Tax Bracket Guide for 2026 | Financial Planning

Surcon Mahoney Wealth Management

Projected 2026 Manitoba & federal tax brackets, combined rates, and planning strategies for high earners. Avoid bracket creep and clawbacks....

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Retirement ready – from countdown to drawdown

BMO Private Wealth

You’ve likely spent decades saving and planning for retirement, but do you have a plan for how to tap into your hard-earned savings? Potentially not. Too many Canadians overlook this critical step in retirement planning: withdrawing savings......

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How to Pay Yourself Dividends from Your Corporation in Canada

Learn how to pay yourself dividends from your corporation in Canada. Step-by-step guide covers tax implications, T5 slips, and salary vs dividend strategies....

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The Truth About Inherited Property and Capital Gains Tax

What happens to capital gains tax when you inherit property in Canada? Learn the stepped-up basis advantage, estate tax timing, and strategies to save thousands....

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Is a GIC a Good Investment in 2025?

Are GICs a good investment in 2025? Discover the pros and cons of Guaranteed Investment Certificates in today’s market—rates, risks, tax implications, and smarter alternatives...

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Do You Need a Financial Advisor in Canada?

Unsure if you need a financial advisor in Canada? Learn the signs that it’s time to get help, what advisors actually do, the costs to expect, and when DIY or robo-advisors may be enough....

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How to keep your emotions in check in volatile times

In the past year, market volatility has seemed to be the rule rather than the exception. The constant threat of tariffs and geopolitical instability might make you feel like you’re riding solo on an emotional roller coaster, but you’re not alone......

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A Beginners Guide to TFSA's

A TFSA is a great way to save and grow your money tax-free in Canada. Learn what a TFSA is, how it works, and why it's essential for your savings strategy. Start saving smarter today!...

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Top 10 Retirement Strategies for Canadian Small Business Owners and Professionals

Essential retirement strategies for Canadian business owners & professionals. IPPs, succession planning, tax optimization & more. Expert guidance included....

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Funding Your Child’s Future – Beyond the RESP

For many families, few investments feel as meaningful as investing in their child’s education. While that may mean aiming for an Ivy League degree, the race for academic advantage often starts much earlier, with private or boarding school enrolment....

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How Much You Need to Retire by City in Canada

Discover how much you need to retire in Canadian cities from Vancouver to Winnipeg to Toronto. Compare costs, inflation impacts & planning strategies...

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The Emotional Currency of Wealth Transfer: Navigating Complex Conversations

Money is emotional. Within families, differing values, financial literacy levels, and expectations around inheritance can create tension and avoidance. As a result, family conversations about money and wealth transfer often remain superficial......

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